“Pocket” telecommunication companies are becoming the boulet for developers. In the nearest future the negotiation process of them will be able to begin.
In “boom” times almost every developer created its own daughter which provided the all telecommunication demands of the tenants. It was like a negotiator between the owner, tenant and one or several telecommunications companies which provided offices. And for tenants which wanted to have the good location of the office it was not important who was a provider and by what prices. As for developers — “pocket” provider was a generator of the extra gain. By the Gars Telecom data the average yearly revenue per squire meter for the services rendering was $20. In some cases it could be increased up to $30-50.
“For the last period among large tenants the straight tendency used to be mentioned to reserve the right to choose the telecommunications operator up to refuse the contract of tenancy if the owner doesn’t want to give such opportunity”, — tells Michael Baev, the Head of the Corporate clients department, Arctel.
There are additional tenants’ demands: channels lasing via two or more independent operators, two independent channel inputs to the building, leasing of the two control rooms with independent UPS and etc.
"Telecommunication sphere is one out of the other spheres where the tariffs have been slowly decreasing for the last period that makes the own operator creation unprofitable",— notes Igor Sitnikov, Miran CEO. By his opinion, the formation of the own telecom-operator is useful if the owner has 10 buildings with the area more than 5 thousand squire meters in each one. The tenant dictates its terms. Today by the experts’ opinion the market players realize step by step that “pocket” telecom-company is the separate business that demands administrative costs as minimum.
“Before crisis time such service was necessary. Visa versa nowadays the business is unprofitable this resource should be optimized. On the other hands, such companies can be possibly interesting for the new market players of the ‘big’ telecom-companies to fulfill the base of the clients and to increase the own profits” — concerns Igor Sitnikov.
Telecommunication companies, on the other hands, try to take there belts in a touch. But at the same time to keep there front going and render the subscribers maximum complex services range, that is able to cover any clients’ requirements for the most acceptable price. That is why, on the other hands, the additional investments are in need for the further development but the free capitals are absent.
“Possibilities of the affiliated structure are limited in comparance with the large operators. The transmission of the right to the third parties to serve the object will give the developer or Management Company an opportunity to raise the services quality owing the more competence structures involvement and the own costs cutting.
Besides, owing the technical rearming which the large operators have the services become cheaper that is also the undeniable advantage in the competition for the customer with the average operators. ‘Pocket’ telecommunication companies can be very attractive to enter the market. For example, Moscow telecom-operator which enters the Saint-Petersburg market wants for the shortest period to gather the determined customers’ quantity”, — concerns Sergey Fedorov, Praktis АB Development Director. “Upon my view, the sale is possible if developer has financial troubles and the cash is needed. The other variant is possible when developer sales the business center with the Management Company — this makes price higher. Also it has a sense when the company is rather young with the small number of clients and developer doesn’t have any desire to invest to wide the base”. — thinks Igor Gorsky, ARIN Managing Partner
Tenants are becoming more huffish. The majority tries to choose the operator by their own. The higher requirements are the low space for the tariffs is.
What’s the price for telecom? Return of investments in IT infrastructure is 1-4 years. The period depends on how fast the tenants inhabit the building. Depending on the complexity and class of the object the investments may be from 30 MUSD up to 100 MUSD for squire meter.
The squire of the business center from 10 thousand up to 100 thousand squire meters and the two operators on the objects is taken into consideration.
In the trade centers with total area from 25 thousand up to 50 thousand square meters concerning the one operator ROI is 1,5-2,5 years.